Add Task

To PUBLISH workflows, you will need to establish a workflow trigger and a workflow action. Without both, you will only be able to save the workflow, not publish it.

The Add Task workflow action in your CRM enables users to assign a task to themselves or their team members. The task can only be assigned to an active user within the account. This workflow action allows you to automate task creation for your team members to remind them to complete important tasks such as setting up follow-up sales calls.

Manage Task

This workflow action allows you to assign a task to yourself or your team members in your CRM. In order to assign a task, you must either assign it to yourself or another active user in your account.

Title

Type the title of the task in the field.

Description

Describe the task in this field provided. Make sure every necessary info that is needed is provided here to guide the users on the task.

Assign To

Choose the user you want to assign this task to. It could be yourself or other team members.

Due In

Select a due date for this task. This will help make sure ther task is completed efficiently.